Configuring Locations

• Creating and managing locations

  During account setup, you added your company's location. Create the main company location and additional ones. Their number in Proplanum is not limited. ||| Important: Both Organization Administrators and Advisors can add new locations without any additional costs. || Remember: In Proplanum, "Locations" can refer to different structures depending on your company's specifics. Here are some examples of how you can interpret locations: ** Different branches** - for example, several stFew readers

• Basic data settings for the location

  In this article, we will discuss how to configure basic location settings in Proplanum. Organization Administrators, Advisors, and Location Managers can adjust these settings to better manage the organization. How to edit location data? Go to the "Locations" tab from the main toolbar. Select the location you want to edit. Click the options button with three dots at the end of the location row. From the dropdown list, select "Edit". ![](https://storage.crisp.chat/users/helFew readers

• Managing positions and tags in locations

  This article is intended for Organization Administrators, Advisors, and Location Managers in Proplanum. Introducing a company location in Proplanum enables efficient management of work within the organization, tailoring it to specific needs. In this article, you will learn how to manage positions and tags in locations. When creating a location, you might have already added positions and tags. Detailed information on this topic is described in the article ["Creating and Managing LocaFew readers

• General location settings

  This guide will help you quickly set up the general settings for your company's location so you can efficiently start planning and managing your team. Before you begin, make sure you have the role of Organization Administrator, Advisor or Location Manager. How to set up general settings? Log in to the web version of Proplanum and go to the "Locations" tab from the toolbar. Select the location you want to edit by clicking the three-dot icon on the right side and chooseFew readers

• Planning settings in the location

  This article is intended for Organization Administrators, Advisors, and Location Managers in Proplanum. In each location, you can customize the work schedule settings according to your needs and preferences. How to configure scheduling settings? Log in to the web version of the Proplanum application. You will find yourself on the main dashboard. From the top toolbar, select the "Locations" tab. Select the location you want to edit by clicking the three-dot icon onFew readers

• Work hours settings in the location

  In Proplanum , you can precisely configure the settings regarding working hours and the way they are recorded for your employees at a selected location. This article will guide you step by step through the configuration process, including overtime, night time, and work time registration. These settings are available for Organization Administrator, Advisor and Location Manager. Configuring working hours settings at a location Log in to Proplanum and go to the "Locations" tFew readers

Frequently Asked Questions (FAQs)

• How to add a new location

  During account setup, you added your company's location. Create the main company location and additional ones. Their number in Proplanum is not limited. ||| Important: Both Organization Administrators and Advisors can add new locations without any additional costs. || Remember: In Proplanum, "Locations" can refer to different structures depending on your company's specifics. Here are some examples of how you can interpret locations: ** Different branches** - for example, several storesFew readers

• How to archive a location?

  If you have created a location but do not want it to be visible on your account, you can archive it. Follow the steps below: After logging into Proplanum through the browser, you will be on the main dashboard. Select the **"Locations" ** tab from the toolbar. You will see a list of existing locations. Select a specific location and click the three-dot icon on the right side to expand the list of options: ![](https://storage.crisp.chat/users/helpdesk/website/3124ad20f50ccc00/loFew readers

• How to restore an archived location?

  If you want to archive a location in Proplanum, you can do so at any time if you have the role of Organization Administrator or Advisor. Detailed information about archiving a location can be found here.. **It is important to remember that an archived location is permanently removed from the system and cannot be restored later. ** ||| Important: Make sure that the decision to archive is well thought out, as itFew readers

• What is the location code?

  The location code is a unique alphanumeric code assigned to each location in the organization. It is used to easily identify and manage different locations in the Proplanum system. How to check or edit the location code? Go to the "Locations" tab from the main toolbar. Select the location you want to edit. Click the options button with three dots at the end of the location row. From the dropdown list, select "Edit". ![](https://storage.crisp.chat/users/helpdesk/website/3124ad2Few readers